RIA

Regal Investment Advisors Portfolio holdings

AUM $1.33B
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.03B
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.9M
3
+$1.75M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$1.49M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.47M

Top Sells

1
+$1.39M
2
+$1.23M
3
+$1.2M
4
MAR icon
Marriott International
MAR
+$1.14M
5
FSLY icon
Fastly
FSLY
+$1.05M

Sector Composition

1 Technology 9.22%
2 Healthcare 5.36%
3 Consumer Staples 3.85%
4 Consumer Discretionary 3.81%
5 Financials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.14M 0.11%
10,492
+758
202
$1.13M 0.11%
16,052
+5,314
203
$1.13M 0.11%
10,956
+16
204
$1.13M 0.11%
1,804
-69
205
$1.13M 0.11%
17,482
+5,244
206
$1.12M 0.11%
22,736
+443
207
$1.12M 0.11%
23,176
-1,118
208
$1.12M 0.11%
+2,709
209
$1.1M 0.11%
13,751
-296
210
$1.1M 0.11%
3,059
+1,001
211
$1.09M 0.11%
33,103
+2,349
212
$1.09M 0.11%
8,028
+1,300
213
$1.08M 0.11%
12,171
+3,956
214
$1.06M 0.1%
+23,205
215
$1.06M 0.1%
60,678
+1,241
216
$1.06M 0.1%
47,906
+3,036
217
$1.05M 0.1%
28,927
+7,713
218
$1.05M 0.1%
7,050
-100
219
$1.05M 0.1%
29,337
+2,688
220
$1.04M 0.1%
18,028
+2,129
221
$1.04M 0.1%
3,973
-80
222
$1.04M 0.1%
20,352
-445
223
$1.03M 0.1%
19,028
+1,853
224
$1.03M 0.1%
18,176
+3,196
225
$1.03M 0.1%
11,760
-11,135
7 8
9
10 11